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H.E.R.O.’s Journey in Tech (6 November 2018) – OT security software offers huge growth potential, says Trend Micro chairman + You are never done being you; If you give something your all, what does it matter what anyone else does? Once you have put forth your best effort, let the chips fall where they may. The outcome is out of your hands now.

H.E.R.O.’s Journey in Tech (6 November 2018) – OT security software offers huge growth potential, says Trend Micro chairman + You are never done being you; If you give something your all, what does it matter what anyone else does? Once you have put forth your best effort, let the chips fall where they may. The outcome is out of your hands now. 

Companies

  • OT security software offers huge growth potential, says Trend Micro chairman (Digitimes)
  • Hiwin Technologies reported strong third-quarter profit, but warned that the US-China trade war would lead to declines in shipments and product prices. (Taipei Times)
  • Altium Designer Increasingly Used for High-Speed Design (iconnect)
  • Webjet acquires Destinations of the World (TDN)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • A US$64m stake in a Tencent-backed bank WeBank is up for auction on Alibaba’s Taobao page for judicial sales (SCMP)
  • It’s Hard to Share Masayoshi Son’s Optimistic Vision of SoftBank (WSJ)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Microsoft brings holo-goggles to Toyota production lines; Mixed reality offers automaker a new tool for ‘kaizen’ (Nikkei)
  • Apple Used to Be an Inventor. Now It’s Mainly a Landlord. It’s cashing in on loyalty, but Apple can’t keep raising iPhone prices forever. So far, its services aren’t insanely great. (Bloomberg)

Asia Tech & Innovation Trends

  • China’s Education Startups Continue To Pull In Massive Funding Rounds (Crunchbase)
  • TikTok video platform vaults ahead of major US social media apps in number of downloads in October (SCMP)
  • Taiwan lags behind world’s top 1,000 companies in R&D expenditure study (Taipei Times)
  • How Asia can drive the technology revolution in property and construction (SCMP)
  • Oyo: There’s room at the top; Oyo is among China’s top 10 hotel chains by room numbers (Forbes)

Global Tech & Innovation Trends

  • Why Doctors Hate Their Computers; Digitization promises to make medical care easier and more efficient; instead, doctors feel trapped behind their screens. (New Yorker)
  • Credit Karma Expands Its $4 Billion Credit Empire To Britain With Noddle Takeover (Forbes)
  • Spotify: stream me up; A buyback is a strange response for a high-growth company (FT)
  • Why is Lam Research a better bet on the memory than Micron Technologies or Applied Materials? (Barron’s)
  • How Square Became a $30 Billion Company by Reimagining Payments (PH)

Life

  • You are never done being you; If you give something your all, what does it matter what anyone else does? Once you have put forth your best effort, let the chips fall where they may. The outcome is out of your hands now. (AR)

 

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About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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